Chief Revenue Officer, Shape Software
Kevin Benner is the Chief Revenue Officer at Shape Software, where he leads revenue, marketing, and customer growth. He brings over 23 years of experience in mortgage lead generation and sales technology.
Most best mortgage podcast lists are graveyards. They recommend shows that stopped publishing years ago, because nobody pulled up the feed before writing the page. We checked. Every show below was still releasing episodes in July 2026. Several shows that appear on other lists did not make it, and we named them at the bottom. […]
Quick answer Buying mortgage leads is profitable when four things are true. You know your maximum cost per funded loan before you spend a dollar. You test one source with a 90-day budget and at least 150 leads. You vet the vendor on generation method, exclusivity, and consent records. And every lead drops into an […]
The best CRM for loan officers is the one that makes follow-up happen whether or not you have time for it. Most loan officers do not lose deals to a better rate. They lose them to a call that went out four days late, a pre-approval nobody circled back on, a past client who refinanced […]
Your phone rang at 7:42 last night. Nobody answered. That borrower did not leave a voicemail. They called the next lender on their list. You paid to generate that call, and your competitor closed it. The cost of missed calls for loan officers is the largest untracked leak in the funnel. I have spent 23 […]
The mortgage industry is not for complacent individuals. In fact, loan originators often work harder than anyone else to achieve their goals. But to become successful in this industry, working harder isn’t always enough. It’s about working in the right direction. And who knows better about helping you achieve your goals than mortgage coaches, who’ve […]
In sales and customer service, every conversation has the potential to influence a deal, strengthen a relationship, or reveal a customer’s needs. Phone calls, meetings, and quick check-ins carry valuable insights, but capturing all of that information accurately can be a challenge. Manual note-taking is time-consuming, inconsistent, and often incomplete. That’s where AI voice technology […]
In today’s competitive mortgage market, having a strong mortgage lead conversion strategy is essential for turning prospects into loyal clients. A well-structured system can dramatically improve your mortgage conversion rate, allowing you to build long-term relationships beyond the initial loan process. Adopting effective mortgage lead generation strategies and utilizing powerful mortgage lead tracking software tools […]
The mortgage industry is often slowed down by manual processes, leaving lenders and borrowers waiting. What if you could speed up the entire process? Automation tools are transforming how lenders handle loan applications. By automating repetitive steps, you can eliminate bottlenecks, reduce errors, and provide a faster, more transparent experience for your clients from the […]
As a mortgage broker, your days are packed with complex tasks – from managing leads to coordinating with lenders. The demand for faster, more transparent loan origination is growing, making workflow optimization essential. A specialized mortgage CRM can be the key to streamlining daily operations. By introducing powerful automation and centralizing your data, these tools […]
In the fast-paced financial services world, building and maintaining strong client relationships is the key to success. For financial professionals, juggling client data, communications, and compliance can be overwhelming. This is where customer relationship management (CRM) software comes in. A powerful CRM helps you organize every interaction, automate daily tasks, and gain deeper insights into […]
In today’s competitive mortgage market, being visible to local borrowers is more important than ever. Imagine a potential homebuyer typing “mortgage broker near me” into a search engine. Will they find you? This is where local SEO comes in. By optimizing your online presence for your specific geographic area, you can connect directly with clients […]
In today’s digital-first world, your mortgage broker website is much more than an online business card; it’s your most powerful tool for lead generation. A strong online presence is no longer optional – it’s the primary way potential clients find, evaluate, and decide to trust you with their financing needs. Is your website actively converting […]
Shape gives sales and marketing teams one place to capture leads, automate follow-up, and close more deals. Book a walkthrough and we’ll show you how it maps to the way your team already works.